Charitable Life Insurance - August 2026

This month Dave Stang FICF was kind enough to share his thoughts with us on how life insurance policies can be a part of building your legacy of faith and family. Life insurance can be a powerful tool for balancing charitable giving goals with providing for family, allowing individuals to leave meaningful gifts to both loved ones and the Catholic causes that have shaped their lives. By regularly reviewing beneficiary designations, estate plans, and insurance coverage with a qualified advisor, donors can ensure their values and generosity create a lasting legacy for future generations.

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Gifting Appreciated Assets - July 2026